2015-08-13T09:37:30-07:00 2014-09-30 990 2013-10-01 061070285 MASONICARE AT NEWTOWN INC MASO 2034265847 PO BOX 70 WALLINGFORD CT 06492 JAMES R RUDE CFO 2015-08-13 2013 2016-02-25 16:41:14Z Elyse O Dent 17266670 false false X WWW.MASONICARE.ORG X 1998 CT SEE SCHEDULE O 18 15 365 70 0 53584 26169 20094198 17003979 0 227046 236522 20374828 17266670 53584 26169 0 12382611 12174861 0 0 8810142 8159367 21246337 20360397 -871509 -3093727 12711534 11124437 2399221 2992600 10312313 8131837 SEE SCHEDULE O false false 17189730 18110508 Masonicare at Newtown,Inc. is a skilled nursing and assisted living community. The skilled nursing facility has 154 beds and operated at a 87.7% occupancy rate providing 49,903 patient days. The assisted living facility, Lockwood Lodge, has 56 units and operated at an 92.6% occupancy rate. Average occupancy was 51.8 units. 17189730 true false false false false false false false false false true false false true true false false true false false false false false false false false false false true true false false false false false false false false false false false false false false false false true false false false false true 43 0 true 365 true false false false false false false false false 0 false false false false false false false false false false X 18 15 false false false false true true true true true false false true true true true true true false true false X X JAMES R RUDE 2036787857 22 MASONIC AVENUE WALLINGFORD CT 06492 Robert A Simon Volun Chairman 1.00 0.00 X X 0 0 0 William R Deickler Vol V Chairman 1.00 0.00 X X 0 0 0 Mark D Winne Volun Secretary 1.00 0.00 X X 0 0 0 Albert H Cheng Volunteer 1.00 0.00 X 0 0 0 Harmon Andrews Volunteer 1.00 0.00 X 0 0 0 Stephen McPherson CEO/President 1.00 40.00 X X 0 934982 31026 R Scott Thelen CFO/Asst. Tres 1.00 40.00 X X 0 346803 36748 Sherwin M Borsuck MD Volunteer 1.00 0.00 X 0 0 0 John Hall Volunteer 1.00 0.00 X 0 0 0 William Morrow Volunteer 1.00 0.00 X 0 0 0 Paul L Chello Volunteer 1.00 0.00 X 0 0 0 Richard Ruggiano Volunteer 1.00 0.00 X 0 0 0 Howard Orr Volunteer 1.00 0.00 X 0 0 0 Sallvatore R Ferrigno Jr Volunteer 1.00 0.00 X 0 0 0 Stephen P Shapiro Volun Treasurer 1.00 0.00 X X 0 0 0 Elyse O Dent eff date 101413 Administrator 40.00 0.00 X 29473 0 1390 Anthony Simari Volunteer 1.00 0.00 X 0 0 0 Gwen M Rochette Volunteer 1.00 0.00 X 0 0 0 John Paul Venoit COO 1.00 40.00 X 0 286594 22436 John Sweeney thru 10142013 Administrator 40.00 0.00 X 150883 0 24202 Roselyn Arcadio Dir-Patient Svc 40.00 0.00 X 110118 0 11795 Jacqueline Murillo Nurse 40.00 0.00 X 109746 0 23985 John Sweeney Corp Dir of Facilities eff 10/14/13 0.00 40.00 X 0 28451 4384 400220 1596830 155966 3 true true false Health Pro Management 10600 York Rd Cockeysville MD 21030 Therapy 856433 JK Entergy Solutions 2056 Thomaston Ave Waterbury CT 06704 Energy Efficient Pro 271425 Omnicare 525 Knotter Dr Cheshire CT 06510 Supplies 440991 Morrison Senior Dining PO Box 102289 Atlanta GA 30268 Food Service 1205050 Jeans Beauty Service Inc 908 Mile Square Rd Yonkers NY 10704 Hairdresser 114543 8 26169 26169 Assisted Living 623000 3813484 3813484 Provision for Bad Debts 623000 -1106529 -1106529 Skilled Nursing 623000 14297024 14297024 17003979 0 0 0 0 0 0 0 0 OTHER INCOME 900099 236522 236522 236522 17266670 17240501 0 26169 26169 0 0 157225 157225 0 8935043 8360790 574253 0 2413528 2230903 182625 669065 669065 1096011 1096011 57711 57711 14424 14424 0 0 0 0 28032 28032 33118 23152 9966 0 0 0 7431 7431 0 8463 6286 2177 312707 312707 0 971460 528275 443185 198525 13186 185339 Purchased Service 1283121 1209115 74006 Provider Tax 920383 920383 Professional Fees 771723 771723 Dietary 612124 602666 9458 1844134 1792554 51580 20360397 17189730 3170667 0 200 1088 0 0 4329918 2241062 0 0 24284 28893 24085 23686 124643 143474 30771225 22937606 8150907 7833619 0 0 0 0 57497 852615 12711534 11124437 1348034 1910341 1051187 1082259 2399221 2992600 X 10312313 8131837 10312313 8131837 12711534 11124437 X -3093727 913251 X false true X true false X 54964 49739 53584 26169 184456 19151653 19597841 19274503 20093529 18084339 96201865 0 0 0 19206617 19647580 19274503 20147113 18110508 96386321 0 0 96386321 67 669 736 0 67 669 736 0 0 19206684 19647580 19274503 20147782 18110508 96387057 1.00000 1.00000 0.00000 X 419334 419334 23407948 16959792 6448156 2478831 2170826 308005 3682298 3133534 548764 782814 673454 109360 7833619 Construction in Progress 844073 Unamortized Financing Costs 8542 852615 Accrued Employee Compensation 581924 Asset Reitirement Obligation 148877 custodial Assets 30417 Deposits 287140 Other 5946 Third Party Settlements 27955 1082259 true 0 0 Quality of Life Fund 154 26169 Cost Programs to enhance residents lives X true X false true false false false false false false false false John Paul Venoit COO 260340 15000 11254 22436 309030 John Sweeney Corp Dir of Facilities eff 10/14/13 27991 24 436 4384 32835 John Sweeney thru 10142013 Administrator 132493 17954 436 24202 175085 R Scott Thelen CFO/Asst. Tres 309498 37305 36748 383551 Stephen McPherson CEO/President 536685 15000 383297 31026 966008 Part I, Line 1a: Relevant information in regards to selections on 1a. 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 Persuant to the certificate of incorporation of the organization, Masonicare Corporation, as 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 powers 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 reviews 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 than finalized and filed. Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts The results of the officer and director 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 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 19: Other Organization Documents Publicly Available The Masonicare Corporation financial statements are publicly avaliable through EMMAand public securities markets. The financial statements of Masonicare at Newtown are included in the Masonicare Corporation consolidated financial statements. The certificate of incorporation and related documents are on file with the Connecticut Secretary of State's office. The conflict of interest policy is avaliable upon request. Other Changes In Net Assets Or Fund Balances - Other Increases INTERCOMPANY = $913251 FORM 990, PART III, LINE 1-ORGANIZATION MISSION In concert with Masonicare, Inc and the name of Masonry, Masonicare at Newtown is committed to excellence by providing the highest quality of care and services to enrich the lives of those we serve. Building upon our Masonicare values and service to others, Masonicare at Newtown shall be the provider of a continum of care and support health,wellness and education among patients,residents and staff members and the community. Form 990, Part VI, Li 15b-Compensation Review &Approval process-Key Em The compensation committe of Masonicare Corporation, engages an independent firm to certify the resonableness of the compensation of the executive management group of the organization annually. This process was completed in November 2013. 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. Ralated organizations include Masonicare, Inc., Masonic Charity Foundation of CT., Masonicare Health Center, Masonicare at Home, Inc., Masonicare Home Health and Hospice, Inc., Masonicare Parthers Home Health and Hospice Inc, Masonicare at Mystic, Inc., Masonicare at Ashlar Village, Inc. and Keystone Indemnity Company LTD. PART IV QUESTION 24A-TE BOND ISSUE Masonicare at Newtown, Inc is a member of the Masonicare obligated group that is responsible for the repayment of the series C and series E bonds issued by Masonicare, Inc in 2007 and 2011. The current outstanding balance is $101,542,224. MasonicareCorp 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 NA false Masonicare Health Center PO Box 70 Wallingford CT 06492 060655131 Provide medical services to elderly CT 501(c)(3) 9 NA false Masonicare at Ashlar Village Inc PO Box 70 Wallingford CT 06492 061070285 Provide assisted living services CT 501(c)(3) 9 NA false Masonicare Home Health and Hospice Inc 33 North Plains Road Wallingford CT 06492 061101924 Provide home health services to clients of all ages CT 501(c)(3) 9 NA false Keystone Indemnity Company 126 College Street Suite 400 Burlington VT 05401 030371612 Provide insurance services to Masonicare VT 501(c)(3) 11a N/A 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 Masonicare at Home Inc PO Box 70 Wallingford CT 06492 202377783 Provide home services to elderly CT 501(c)(3) 9 NA false Masonicare At Mystic Inc PO Box 70 Wallingford CT 06492 454656008 Manage senior living facility CT 501(c)(3) 9 Masonicare at Ashlar Village false Senior Living by Masonicare PO Box 70 wallingford CT 06492 364784728 Manage Senior Living Facility CT Masonicare at Mystic N/A false false 0.78130 Masonic Primary Care Physicians PC Masonic Avenue Wallingford CT 06492 061491820 Medical Practice CT NA C false Masonic Management Services Masonic Ave Wallingford CT 06492 061468972 Provides management services CT NA C false false false false false false false false false false true false false true false false false true false false MasonicareCorp m 1096011 Cost MasonicareCorp q 28594 Cost Masonicare Home Health and Hospice Inc j 59566 FMV