2017-08-15T08:00:49-07:00 2016-09-30 990 2015-10-01 060655131 Masonicare Health Center MASO 2036786310 PO Box 70 Wallingford CT 06492 James R Rude CFO 2017-08-15 2015 2021-01-29 14:40:06Z Thomas Gutner 66428029 false false X www.masonicare.org X 1889 CT Provide comprehensive medical services to the elderly. 16 13 1046 13 0 381627 758577 62514879 64968674 1309 2897 1475175 697881 64372990 66428029 381627 0 0 42227353 43197299 0 0 22046164 23669030 64655144 66866329 -282154 -438300 38088059 37520555 6900331 6979725 31187728 30540830 Provide comprehensive medical services to the elderly. false false 58770720 65167982 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 2016, the facility's services were utilized as follows: skilled nursing, 375 licensed beds at 95.6% occupancy; geriatric acute medical care, 30 licensed beds at 31.5% occupancy; geriatric medical psychiatric care, 29 licensed beds at 89.6% occupancy; assisted living, 86 apartments at 95.2% occupancy; and independent living, 93 apartments at 97.5% occupancy. 58770720 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 false true 57 0 true 1046 true false false false false false false false false 0 false false false false false false false false false false X 16 13 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 Chairman 1.00 2.00 X X 0 0 0 William R Deickler Vice Chairman 1.00 2.00 X X 0 0 0 Mark D Winne Secretary 1.00 1.00 X X 0 0 0 Albert H Cheng Treasurer 1.00 1.00 X X 0 0 0 Paul L Chello Director 1.00 1.00 X 0 0 0 Sidney Hardee Director 1.00 1.00 X 0 0 0 Thomas M Gutner effec 11716 Administrator 1.00 39.00 X X 0 232623 33007 Jon-Paul Venoit COO 1.00 46.00 X X 0 465105 39517 Gwen M Rochette Director 1.00 1.00 X 0 0 0 Sherwin M Borsuk MD Director 1.00 2.00 X 0 0 0 Robert J Furce Director 1.00 1.00 X 0 0 0 Richard Ruggiano Director 1.00 1.00 X 0 0 0 Howard W Orr Director 1.00 3.00 X 0 0 0 Grant S Gould Director 1.00 0.00 X 0 0 0 William Morrow Director 1.00 1.00 X 0 0 0 Stephen B McPherson CEO/President 1.00 47.00 X X 0 709564 35816 Melinda Schoen thru 111315 VP Admin. 40.00 0.00 X 262254 0 36207 James R Rude CFO/Asst. Treas 1.00 47.00 X 0 287580 28046 John Sweeney effec 1114-0116 Administrator 3.00 37.00 X 0 174158 38043 Patricia Russell VP of Nursing 40.00 0.00 X 164616 0 21505 Heidi Slade RN 40.00 0.00 X 112978 0 4578 Jon Ernstoff Dir OP Clinical 40.00 0.00 X 129037 0 3891 Martin Deflorio Dir-Pharmacy 40.00 0.00 X 114848 0 14515 Francis Martowski LPN 40.00 0.00 X 138270 0 7539 R Scott Thelen Former CFO 0.00 0.00 X 0 274600 26817 922003 2143630 289481 19 true true false Morrison Management Specialists PO Box 102289 Atlanta GA 30368 Food Service 2715981 Montagno Construction 75 Progress Lane Waterbury CT 06705 Building contractor 816664 EGA Architects 1 Vernon Street Newburyport MA 01950 Achitect Services 869693 Medline Industries Inc PO Box 382075 Pittsburgh PA 15251 Medical Services 309450 Alliance Rehab of Connecticut 28100 Torch Parkway Suite 600 Warrenville IL 60555 Therapy Services 284236 29 758577 758577 Acute hospital 623000 3400915 3400915 Geriatric med psychiatric 623000 9814253 9814253 Home for aged 623000 3891993 3891993 Resident fees-apartments 623000 2247619 2247619 Skilling nursing 623000 45090009 45090009 523885 523885 64968674 797 797 0 0 60439 60439 60439 60439 2100 2100 2100 2100 0 0 0 Dietary 900099 256995 256995 Meaningful Use Incentive 623000 199308 199308 Shops/stores 900099 133521 133521 47618 47618 637442 66428029 65167982 501470 0 0 0 0 217064 217064 0 31962349 31268063 694286 0 8653052 8407990 245062 2364834 2297860 66974 3539994 3539994 30655 1093 29562 31575 31575 0 0 0 862164 862164 0 106992 103494 3498 0 0 30833 30833 6076 6076 0 0 782227 782227 0 2793765 2768265 25500 542584 528168 14416 Purchased Services 3355376 3163530 191846 Dietary 1922823 1896934 25889 Supplies Other 1900799 1897320 3479 Pharmacy 1899276 1899276 5863891 3670487 2193404 66866329 58770720 8095609 0 2070 2070 0 0 6695123 7023738 0 0 0 238726 238125 434079 522534 92790474 63440024 30209062 29350450 0 0 0 0 508999 383638 38088059 37520555 2734002 2740495 443749 366072 3722580 3873158 6900331 6979725 X 31187728 30540830 31187728 30540830 38088059 37520555 X -438300 -208598 X false true X true false X 334362 1007700 451864 993245 758577 3545748 63696121 62550817 61471358 62896725 66158552 316773573 516319 1794501 666807 863607 437379 4278613 0 0 64546802 65353018 62590029 64753577 67354508 324597934 0 0 324597934 121464 121663 111201 1309 61236 416873 0 121464 121663 111201 1309 61236 416873 0 755 755 64668266 65474681 62701230 64754886 67416499 325015562 0.99870 1.00000 0.00130 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false false false true 1404 1404 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, 2016, $1,404 of the membership dues paid was used for lobbying on issues relevant to the Organization's exempt purpose. false true X 81376566 276087 403895 60860 44054 81951634 82543622 211991 -1258763 88941 31343 81376566 81622019 176298 1079326 77473 256548 82543622 80082741 784086 873915 74396 44327 81622019 77282525 837166 2076341 77087 36204 80082741 0.96220 0.03780 false true true 68462034 44895373 23566661 4078510 2656434 1422076 15339271 13067042 2272229 4910659 2821175 2089484 29350450 Accrued employee compensation 2665257 Asbestos Removal 754274 Deferred Patient Revenue 83890 Deposits 169643 Estimated Third Party 180964 Other liabilities 19129 Rounding 1 3873158 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, 2016 and 2015. 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 2013 onwards are eligible for audit by the IRS. true true X true X false true false false false true true 30540823 23615483 6925340 0.10360 30540823 23615483 6925340 0.10360 432832 432832 0.00650 432832 432832 0.00650 30973655 23615483 7358172 0.11010 false 990570 9957360 12100381 -2143021 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 14 true false false true X www.masonicare.org X true 16 true www.masonicare.org false true true 150000 true X 200.0000 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 true X false X X X true X false false Part V, Line 5 - Account Input from Persons Who Represent the Community In addition to survey responses received from patients/family, visitors and campus volunteers, a representative traveled to the Senior Centers within the community we serve (Wallingford CT Senior Center and Meriden CT Senior Center) to obtain community responses. 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. 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 6a - Related Organization Community Benefit Report The 2015-2016 Masonicare Community Benefit Report is available at www.masonicare.org. On the Home page click About Us on the top line; on the About Masonicare page click on 2015-2016 Community Benefit Statement.pdf under the subheading Our Ageless Commitment to Caring. Part I, Line 7 - Explanation of Costing Methodology Masonicare Health Center (MHC) provides a variety of geriatric services to the Wallingford, CT community. Approximately 68% of MHCs revenues come from the provision of skilled nursing facility services (375 licensed beds); approximately 9% of revenues come from residential care home (86 units), independent living apartments (93 units) and other sources; and approximately 23% of revenues come from the provision of geriatric Hospital services (geriatric medical psychiatric inpatient services 29 beds licensed and available; geriatric acute care inpatient hospital medical services exclusive of emergency services and surgical services 62 beds licensed with 30 beds available; and certain geriatric outpatient services). Based upon the geriatric population receiving hospital services, less than 2% of hospital revenues come from private pay / self pay sources; this represents less than 0.5% of MHC total revenues.The amounts reported in this section represent amounts attributable to Hospital services only. 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 to the various aging categories of patient accounts receivable. The provision for bad debts is the amount recorded 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 12 of Masonicares consolidated financial statements for the year ended September 30, 2016. 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 - Community Information Masonicare Health Center (MHC) offers a wide variety of geriatric services to the Wallingford, Connecticut community that include:a. 375 skilled nursing and rehabilitation bedsb. 93 independent living apartmentsc. 86 residential care apartmentsd. 29 acute geriatric psychiatric hospital bedse. 30 acute medical hospital bedsf. Outpatient speciality clinics MHC is licensed as a chronic disease hospital and as such does not have emergency room or provide any emergency medical services. MHC also does not provide any surgical services. The revenues for the hospital portion of the business represents approximately 23% of the program service revenues of MHC.MHC, located in Wallingford CT, services the greater Wallingford area. MHC is centrally located in the state providing easy access to the surrounding towns. In addition to the inpatient acute geriatric medical and inpatient acute geriatric psychiatric services, its outpatient specialty clinics provide easy access and high quality services to the Town of Wallingford and the surrounding towns.Masonicare, the parent company of Masonicare Health Center (MHC), serves the entire state of Connecticut through its various affiliates. As a non-profit 501(c)(3) organization, Masonicare is proud to provide free education programs and services to individuals and families throughout Connecticut. For the year ended September 30, 2016 Masonicare and all of its affiliates across our continuum donated 2,322 hours of their time to benefit the community through home visits and educational programs. These donated hours and services had a monetary value of $62,505 and affected 10,242 members of the community. Also for the year ended September 30, 2016, Masonicares Lunch and Learn educational programs throughout the State of Connecticut, featured current health and wellness and social topics for Seniors. Masonicare sponsored 33 such Lunch and Learn events with 840 attendees at a total cost of $5,775. Part VI - Affilated Health Care System Roles and Promotion Masonicare of Wallingford, Connecticut, is the state's leading provider of healthcare and retirement living communities for seniors. A not-for-profit with more that 100 years of experience behind us. 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 facilities - Masonicare Health Center (MHC) located in Wallingford CT and Masonicare at Newtown (MAN) located in Newtown, CT.Home health and hospice services - Masonicare Home Health & Hospice, our statewide home healthcare and hospice affiliate, provided services to 12,912 patients in the fiscal year ended September 30, 2016 through its 6 offices (located in Danielson, CT, East Lyme CT, New Haven CT, Newtown, CT, Norwalk, CT and Wallingford, CT). Independent living options - A continuing care retirement community, Masonicare at Ashlar Village (MAV), and the Johnson, Wells, and Hawkins Apartments for individuals 55 and over located at MHC in Wallingford CT.Assisted living communities - Pond Ridge located at MAV in Wallingford CT and Lockwood Lodge located at MAN in Newtown 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).Physician services Primary Care physician services and Behavioral Health physician services are provided at a medical office building in Wallingford CT by affiliate Masonic Management ServicesA 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 Enfield, Hamden, Meriden, Monroe, Newtown, North Haven, Oxford, Southbury, Trumbull, Wallingford and Woodbury.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 2016 the Help Line responded to 13,244 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. Part V - Explanation of Number of Facility Type Masonicare Health Center (MHC) offers a wide variety of geriatric services that include the following: Hospital Services: 29 acute geriatric psychiatric hospital beds 30 acute geriatric medical hospital beds Outpatient specialty clinics Other Services: 375 skilled nursing and rehabilitation beds 93 independent living apartments 86 residential care apartments true true false false false false false true false false James R Rude CFO/Asst. Treas 284257 3000 323 1848 26198 315626 John Sweeney effec 1114-0116 Administrator 174012 146 6960 31083 212201 Jon-Paul Venoit COO 308250 32250 124605 10965 28552 504622 Melinda Schoen thru 111315 VP Admin. 207588 30051 24615 7431 28776 298461 Patricia Russell VP of Nursing 118698 45918 5032 16473 186121 R Scott Thelen Former CFO 274600 26817 301417 Stephen B McPherson CEO/President 567427 40525 101612 10559 25257 745380 Thomas M Gutner effec 11716 Administrator 168158 64465 7099 25908 265630 Part I, Line 7: Non-Fixed payments not listed above Compensation to reward senior management for achieving annual quality, strategic and financial goals for the organization for amounts reported on schedule J,Part II,Column(B)(ii) "Bonus and Incentive Compensation". 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 The results of the officer and director disclosure are first reviewed by the board chairman and then reported at the board meetings. Any officer or board member shall not make or second motions or vote (other than abstain) on matters if a conflict of interest exists, whether or not the officer or board member had an opportunity to make a written disclosure through the formalized process. Senior employee disclosures are reported to the president and chief executive officer and chief operating officer. The entire process is coordinated by the corporate compliance officer. All respondents are advised of their continuing duty to disclose any possible conflict of interest that may arise during the course of their service. Form 990, Part VI, Line 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 2015. Form 990, Part VI, Line 19: Other Organization Documents Publicly Available The Masonicare Corporation financial statements are publicly avaliable through EMMA and public securities markets. The financial statements of Masonic Home and Hospital are included in Masonicare Corporation consolidated financials statements. the certification of incorporation and related documents are on file with Connecticut Secretary of State's Office. The conflict of interest policy is avaliable by request. Other Changes In Net Assets Or Fund Balances - Other Decreases Intercompany = -$208598 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,Inc., Masonic Charity Foundation of CT., Masonicare at Newtown, Inc., Masonicare at Ashlar Village, Inc., Masonicare at Home Inc., Masonicare Home Health and Hospice, Inc., Masonicare Partners Home Health and Hospice Inc., Masonicare at Mystic, Inc. and Keystone Indemity Company, LTD. Form 990, Schedule H, Part V, Line 12c During the fiscal year ended September 30, 2016, the organization paid an excise tax under section 4959 in the amount of $50,000 for each of the the prior three tax years. Part X Line 20 TE Bond Liabilities Masonicare Health Center is a member of the Masonicare obligated group that is resonible for the repayment of Series C and Series E bonds issued by Masonicare, Inc. in 2007 and 2011 respectively. The current oustanding bond balance is $96,082,224. Masonicare Corp PO Box 70 Wallingford CT 06492 061435919 Parent holding and support organization. CT 501(c)(3) 11c NA false Masonic Charity Foundation of CT PO Box 70 Wallingford CT 06492 061435920 Provide planned giving and development. CT 501(c)(3) 7 Masonicare Corp false Masonicare at Newtown Inc PO Box 70 Wallingford CT 06492 061070285 Provide skilled nursing/assisted living services CT 501(c)(3) 9 Masonicare Corp false Masonicare at Ashlar Village Inc PO Box 70 Wallingford CT 06492 061050830 Provide assisted living services CT 501(c)(3) 9 Masonicare Corp false Masonicare Home Health and Hospice Inc PO BOX 70 Wallingford CT 06492 061101924 Provided home health services CT 501(c)(3) 9 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) 9 Masonicare Home Health and Hospice65 false Keystone Indemnity Company Ltd 126 College Street Suite 400 Burlington VT 05401 060371612 Provide insurance services to Masonicare VT 501(c)(3) 11a Masonicare Corp false Masonicare at Home Inc PO Box 70 Wallingford CT 06492 202377783 Provide home services to elderly CT 501(c)(3) 9 Masonicare Corp false Masonicare At Mystic Inc PO Box Wallingford CT 06492 454656008 Manage senior living facility CT 501(c) (3) 9 Masonicare at Ashlar Village false 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 false true true false false