MASONICARE HOME HEALTH AND HOSPICE INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- MASONICARE HOME HEALTH AND HOSPICE INC (EIN 06-1101924)
- Tax period
- 2013-10-01 to 2014-09-30
- Filed
- 2015-08-13
- IRS object ID
- 201522259349302027
- Schema version
- 2013v4.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-08-13T09:41:20-07:00 | ReturnTs |
| Tax Period End | 2014-09-30 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061101924 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Masonicare Home Health and Hospice Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MASO | BusinessNameControlTxt |
| Phone | 2036795300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 33 North Plains Road | AddressLine1 |
| City | Wallingford | City |
| State | CT | State |
| ZIP Code | 06492 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | James R Rude | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Signature | 2015-08-13 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Susan Adams | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 70 | AddressLine1 |
| City | Wallingford | City |
| State | CT | State |
| ZIP Code | 06492 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $36,811,810 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| All Affiliates Included | false | AllAffiliatesIncludedInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MASONICARE.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1999 | FormationYr |
| Legal Domicile State | CT | LegalDomicileStateCd |
| Activity Or Mission | See Schedule O | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 529 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $186,462 | PYContributionsGrantsAmt |
| CY Contributions Grants | $129,539 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $38,367,522 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $36,517,262 | CYProgramServiceRevenueAmt |
| CY Investment Income | $0 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$23,221 | PYOtherRevenueAmt |
| CY Other Revenue | $165,009 | CYOtherRevenueAmt |
| PY Total Revenue | $38,530,763 | PYTotalRevenueAmt |
| CY Total Revenue | $36,811,810 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $84,598 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $84,572 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $24,732,428 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $24,735,822 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $9,659,889 | PYOtherExpensesAmt |
| CY Other Expenses | $10,333,253 | CYOtherExpensesAmt |
| PY Total Expenses | $34,476,915 | PYTotalExpensesAmt |
| CY Total Expenses | $35,153,647 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,053,848 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,658,163 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $7,477,461 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,716,165 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,607,286 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,476,942 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,870,175 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,239,223 | NetAssetsOrFundBalancesEOYAmt |
| Mission | See Schedule O | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $28,122,663 | ExpenseAmt |
| Revenue | $37,248,220 | RevenueAmt |
| Desc | Masonicare Home Health and Hospice, Inc. provides home health services to clients of all ages including: skilled nursing care, hospice care, physical, speech and occupational therapies, medical social work and home health aide services. The total MHH&H, Inc care of sick visits for the period ended September 30, 2014 were 174,465 and total visits for Hospice were 50,481. Total patients served were 19,915 for Care of Sick and 3,351 for Hospice. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MHH&H, Inc. provides management services to Masonicare Partners Home Health and Hospice, Inc. Partners is an affiliate that is jointly owned with St. Francis Medical Center. The mission of Partners is to provide home health services to clients of all ages in the greater Hartford area. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $28,122,663 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | 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 | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| 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 With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| 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 |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 106 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 529 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| 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 |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Org Filed In Lieu Of Form1041 | false | OrgFiledInLieuOfForm1041Ind |
| Licensed More Than One State | false | LicensedMoreThanOneStateInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | 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 | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | Yes (true) | LocalChaptersInd |
| Policies Reference Chapters | Yes (true) | PoliciesReferenceChaptersInd |
| 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 | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | James R Rude | PersonNm |
| Phone | 2036787857 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 22 Masonic Avenue | AddressLine1 |
| City | Wallingford | City |
| State | CT | State |
| ZIP Code | 06492 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 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 |
|---|---|---|---|---|---|---|---|---|
| Francis X Conlon | ||||||||
| Volun-Chairman | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Steven Abati | ||||||||
| Volun V. Chairm | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Geoffrey L Ice | ||||||||
| Volun-Sec't | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Newton Buckner | ||||||||
| Volun-Treasurer | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Francine A Bailey | ||||||||
| Volunteer | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Stephen B McPherson | ||||||||
| Pres.CFO,A.Secr | 1.00 | 40.00 | Yes (X) | Yes (X) | $0 | $934,982 | $31,026 | |
| Frank C Collins Jr | ||||||||
| Volunteer | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Patricia A Sweet | ||||||||
| Volunteer | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Robert P Curwen Jr | ||||||||
| Volunteer | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Jon-Paul Venoit | ||||||||
| COO | 1.00 | 40.00 | Yes (X) | Yes (X) | $0 | $286,654 | $22,436 | |
| Arnold Freedman | ||||||||
| Volunteer | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Donald Gladding | ||||||||
| Volunteer | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Arthur W Davis MD | ||||||||
| Volunteer | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Alexander Jarvis | ||||||||
| Volunteer | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Susan Koty | ||||||||
| Volunteer | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Charleton V Erickson | ||||||||
| Volunteer | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Martha A Partridge | ||||||||
| Volunteer | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| R Scott Thelen | ||||||||
| CFO/Asst. Tres | 1.00 | 40.00 | Yes (X) | $0 | $346,802 | $36,748 | ||
| Susan Adams | ||||||||
| Vice President | 40.00 | 0.00 | Yes (X) | $146,620 | $0 | $20,752 | ||
| David Yearick | ||||||||
| RN | 40.00 | 0.00 | $95,264 | $0 | $17,573 | Yes (X) | ||
| Susan Fagan | ||||||||
| RN | 40.00 | 0.00 | $105,777 | $0 | $25,866 | Yes (X) | ||
| Doreen Brown Wade | ||||||||
| Director Hospice | 40.00 | 0.00 | $102,530 | $0 | $18,892 | Yes (X) | ||
| Edna Roig | ||||||||
| RN | 40.00 | 0.00 | $125,265 | $0 | $11,494 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $575,456 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,568,438 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $184,787 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | 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/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Mckesson | |||||
| 1801 Royal Lane | Dallas | TX | 75229 | Medical Supplies | $416,390 |
| Hospice Pharmacia | |||||
| 1601 Cherry Street | Philadelphia | PA | 19102 | Drugs and Medication | $634,452 |
| Nathaniel Witherall | |||||
| 70 Parsonage Rd | Greenwich | CT | 06836 | Hospice | $396,093 |
| Hewitt Memorial | |||||
| 45 Maltby Street | Shelton | CT | 06484 | Hospice | $362,822 |
| Kindred Nursing Center | |||||
| 78 Viets Street | New London | CT | 06320 | Hospice | $251,068 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 21 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $84,572 | RelatedOrganizationsAmt |
| All Other Contributions | $44,967 | AllOtherContributionsAmt |
| Total Contributions | $129,539 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Management fees | 621610 | $3,678,528 | $3,678,528 |
| Patient Service Revenue | 621610 | $33,275,559 | $33,275,559 |
| Provision for Bad Debts | -$436,825 | -$436,825 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $36,517,262 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| Interest Income | $331 | $331 |
| Other | $164,594 | $164,594 |
| Vending Machine | $84 | $84 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $165,009 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $36,811,810 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $36,682,271 | RelatedOrExemptFuncIncomeAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,572 | TotalAmt |
| Program Services | $84,572 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $146,620 | TotalAmt |
| Program Services | $146,620 | ProgramServicesAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,190,314 | TotalAmt |
| Program Services | $16,872,695 | ProgramServicesAmt |
| Management And General | $2,317,619 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,963,105 | TotalAmt |
| Program Services | $3,961,139 | ProgramServicesAmt |
| Management And General | $1,966 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,435,783 | TotalAmt |
| Program Services | $1,435,783 | ProgramServicesAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,144,295 | TotalAmt |
| Management And General | $3,144,295 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,851 | TotalAmt |
| Management And General | $62,851 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,861 | TotalAmt |
| Management And General | $28,861 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,722 | TotalAmt |
| Program Services | $5,031 | ProgramServicesAmt |
| Management And General | $116,691 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,878 | TotalAmt |
| Management And General | $1,878 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,363 | TotalAmt |
| Program Services | $3,920 | ProgramServicesAmt |
| Management And General | $5,443 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $212,954 | TotalAmt |
| Management And General | $212,954 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $280,882 | TotalAmt |
| Management And General | $280,882 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Supplies | $1,128,554 | $1,114,772 | $13,782 |
| Professional Fees | $957,875 | $957,875 | |
| Travel | $915,930 | $838,974 | $76,956 |
| Purchased Services | $894,653 | $380,368 | $514,285 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,573,435 | TotalAmt |
| Program Services | $2,320,914 | ProgramServicesAmt |
| Management And General | $252,521 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,153,647 | TotalAmt |
| Program Services | $28,122,663 | ProgramServicesAmt |
| Management And General | $7,030,984 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,850 | BOYAmt |
| EOY | $1,850 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,186,524 | BOYAmt |
| EOY | $8,690,331 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $344,635 | BOYAmt |
| EOY | $324,672 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $7,396,462 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,711,671 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,561,605 | BOYAmt |
| EOY | $1,684,791 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,382,847 | BOYAmt |
| EOY | $2,014,521 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,477,461 | BOYAmt |
| EOY | $12,716,165 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,606,090 | BOYAmt |
| EOY | $4,982,703 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $835,164 | BOYAmt |
| EOY | $1,344,317 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,166,032 | BOYAmt |
| EOY | $1,149,922 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,607,286 | BOYAmt |
| EOY | $7,476,942 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,870,175 | BOYAmt |
| EOY | $5,239,223 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,870,175 | BOYAmt |
| EOY | $5,239,223 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,477,461 | BOYAmt |
| EOY | $12,716,165 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,658,163 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | -$289,115 | 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 | false | FederalGrantAuditRequiredInd |
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 | $72,921 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $195,070 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $139,618 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $186,482 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $249,166 | CurrentTaxYearAmt |
| Total | $843,257 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $33,500,476 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $34,840,576 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $34,162,736 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $35,021,526 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $33,601,102 | CurrentTaxYearAmt |
| Total | $171,126,416 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | 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 | $33,573,397 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $35,035,646 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $34,302,354 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $35,208,008 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $33,850,268 | CurrentTaxYearAmt |
| Total | $171,969,673 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $171,969,673 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,140 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $467 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $618 | CurrentTaxYearMinus2YearsAmt |
| Total | $4,225 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $111 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $78 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | -$23,221 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $331 | CurrentTaxYearAmt |
| Total | -$22,701 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,140 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $578 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $696 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | -$23,221 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $331 | CurrentTaxYearAmt |
| Total | -$18,476 | 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) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $33,576,537 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $35,036,224 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $34,303,050 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $35,184,787 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $33,850,599 | CurrentTaxYearAmt |
| Total | $171,951,197 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 1.00000 | PublicSupportCY509Pct |
| Public Support PY509 | 1.00000 | PublicSupportPY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule D IRS990ScheduleD
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,801,082 | OtherCostOrOtherBasisAmt |
| Depreciation | $775,758 | DepreciationAmt |
| Book Value | $1,025,324 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $352,250 | OtherCostOrOtherBasisAmt |
| Depreciation | $350,311 | DepreciationAmt |
| Book Value | $1,939 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,960,801 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,347,426 | DepreciationAmt |
| Book Value | $613,375 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $282,329 | OtherCostOrOtherBasisAmt |
| Depreciation | $238,176 | DepreciationAmt |
| Book Value | $44,153 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,684,791 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Investments | $1,347,864 |
| Other receivables | $666,657 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $2,014,521 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Medicare-Third Party Liability | $1,069,546 |
| Other | $80,376 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,149,922 | TotalLiabilityAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
| Total501c3 Org | 0 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Quality of Life Fund | GrantTypeTxt |
| Recipient | 319 | RecipientCnt |
| Non Cash Assistance | $84,572 | NonCashAssistanceAmt |
| Valuation Method Used | Cost | ValuationMethodUsedDesc |
| Non Cash Assistance | Programs,assistance for clients | NonCashAssistanceDesc |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | 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 |
| Rebuttable Presumption Proc | false | RebuttablePresumptionProcInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt |
|---|---|---|---|---|---|---|---|---|---|
| Jon-Paul Venoit | |||||||||
| COO | $260,400 | $15,000 | $11,254 | $22,436 | $309,090 | ||||
| R Scott Thelen | |||||||||
| CFO/Asst. Tres | $309,498 | $37,304 | $36,748 | $383,550 | |||||
| Stephen B McPherson | |||||||||
| Pres.CFO,A.Secr | $536,685 | $15,000 | $383,297 | $31,026 | $966,008 | ||||
| Susan Adams | |||||||||
| Vice President | $145,254 | $1,366 | $20,752 | $167,372 | |||||
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 1a: Relevant information in regards to selections on 1a. | Stephen B. McPherson was reimbursed for the grossed-up value of disability insurance premiums($16,002) under the terms of the executive employment contract (included in Schedule J, Part II, Column(B)(iii) "Other Reportable Compensation"). |
| 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 the amounts reported on Schedule J, Part II, Column(B)(ii) "Bonus and Incentive Compensation".A taxable automobile allowance was provided to Stephen B. McPherson ($13,000) and Jon-Paul Venoit ($11,254)as a part of their employment agreements (included in Schedule J, Part II, Column(B)(iii) "Other Reportable Compensation"). |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 organizations governance. |
| Form 990, Part VI, Line 7a: How Members or Shareholders Elect Governing Body | Masonicare Corporation, a sole corporate member, annually appoints the members of the affiliate board. |
| 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, 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 company's board chair 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. After 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 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 15a: Compensation Review & Approval Process - CEO, Top Management | The Compensation Committee of Masonicare Corporation, engages an independent firm to certify the reasonableness of the compensation of the executive management group of the organization annually. This process was completed in November 2013. |
| Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | The Masonicare Corporation financial statements are publicly available throught EMMA and public securities markets. The financila statements of Masonicare Home Health and Hospice, Inc. 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 Decreases | INTER-COMPANY = -$289115 |
| Form 990, Part III, Line 1 Organization Mission | Masonicare Home Health and Hospice,comprised of a team of highly qualified and caring individuals, is dedicated to excellence in home health and hospice care. We continually strive to improve the health and wellness of patients and families throughout Connecticut with our responsive, accessible and quality-driven approach to care at home and in the community.As the largest non-profit home care and hospice provider in the state, we are dedicated and committed to quality care and excellent customer service. We cover the entire state while maintaining a local feel,with an intense focus on raising the awareness of the home care benefit, We are innovative leaders in developing new programs for home care delivery. |
| 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, Inc., Masonic Charity Foudation of CT., Masonicare Health Center, Masonicare at Newtown, Inc., Masonicare at Home Inc., Masonicare Partners Home Health and Hospice, Inc. Masonicare at Ashlar Village, Inc., Masonicare at Mystic, Inc. and Keystone Indemnity Company, LTD. |
| Part X, Line 20 TE Bond Liabilites | Masonicare Home Health and Hospice, 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 respectively. The current outstanding bond balance is $101,542,224. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (9 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Masonicare Corp | ||||||||||
| PO Box 70 | Wallingford | CT | 06492 | 061435920 | 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 | 061050830 | Continuing care retirement community | CT | 501(c)(3) | 9 | NA | false |
| Masonicare Partners Home Health Hospice | ||||||||||
| 111 Founders Plaza Suite 200 | East Hartford | CT | 06492 | 260758992 | Provide home health services | CT | 501(c)(3) | 9 | Masonicare Home Health & Hospice 65 | false |
| Keystone Indemnity Company Ltd | ||||||||||
| 126 College Street Suite 400 | Burlington | VT | 05401 | 030371612 | Provide insurance services to Masonicare | VT | 501(c)(3) | 11a | NA | false |
| Masonicare at Newtown Inc | ||||||||||
| PO Box 70 | Wallingford | CT | 06492 | 061070285 | Skilled nursing/assisted living services | CT | 501(c)(3) | 9 | NA | false |
| Masonicare at Home | ||||||||||
| PO Box 70 | Wallingford | CT | 06492 | 202377783 | Provide home services to elderly | CT | 501(c)(3) | 9 | NA | false |
| Msasonicare at Mystic | ||||||||||
| PO Box 70 | Wallingford | CT | 06492 | Manage senior living facility | CT | 501(c)(3) | 9 | Masonicare at Ashlar Village | false | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Senior Living by Masonicare | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 70 | AddressLine1 |
| City | Wallingford | City |
| State | CT | State |
| ZIP Code | 06492 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 364784728 | EIN |
| Legal Domicile State | CT | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Masonicare at Mystic | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | N/A | PredominantIncomeTypeTxt |
| Disproportionate Allocations | false | DisproportionateAllocationsInd |
| General Or Managing Partner | false | GeneralOrManagingPartnerInd |
| Ownership | 0.78130 | OwnershipPct |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| Masonicare Primary Care Physicians PC | |||||||||
| PO Box 70 | Wallingford | CT | 06492 | 061491820 | Physician medical practice | CT | N/A | C | false |
| Masonic Management Services | |||||||||
| PO Box 70 | Wallingford | CT | 06492 | 061483276 | Provides management services | CT | N/A | C | false |
| 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 | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | 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 | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Masonicare Corp | ||
| m | $3,144,295 | Cost |
| Masonicare Corp | ||
| p | $3,499,116 | Cost |
| Masonicare Partners Home Health Hospice | ||
| l | $3,678,528 | Cost |
| Masonicare at Newtown Inc | ||
| k | $59,566 | FMV |
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