2013-08-14T11:19:33-07:00 2012-09-30 990 2011-10-01 061435919 Masonicare Inc MASO 2036787857 PO Box 70 Wallingford CT 06492 R Scott Thelen 2013-08-14 2011 2016-02-24 21:20:13Z 8741457 false false X WWW.MASONICARE.ORG X 1995 CT See Schedule O. 15 15 199 200 175863 30984 157260 136683 7197758 7469945 -16007 3122 535527 663772 7874538 8273522 20000 20000 0 10405540 11464739 0 0 7261785 3279977 17687325 14764716 -9812787 -6491194 59698422 49245526 159448868 158875631 -99750446 -109630105 Masonicare is a parent holding company and support organization for its affiliate corporations(collectively referred to as "Masonicare" or the "System"). Masonicare was organized in 1995 for the benefit of providing long range strategic and financial planning, policy development and support services for its affiliates which provide continuing care retirement services and other housing, healthcare and related services to older adults. Tracing itself to its predecessor, The Masonic Charity Foundation of Connecticut, the principal purposes of the corporate system are to aid, assist or support the aged, sick or infirm specified groups, and otherwise provide for the needs of an aging population. In furtherance of its traditional values, the mission of Masonicare 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 will be recognized as an organization committed to establish false false 14764716 20000 8273522 Masonicare provides management support for its affiliates who provide geriatric care services, hospital services, management services, fund raising services and investment management services. This is done with a view of furthering the long-range goals and traditional objectives and values of providing for the needs of an aging population.COMMUNITY BENEFIT1. Masonicare provides free education and services to individuals and families throughout Connecticut. The Lunch and Learn Program is designed to provide seniors and others with education on health and wellness. Speakers are typically medical professionals from throughout the Masonicare continum. The program reached 3,917 people at senior centers and public libraries in the towns of Cheshire, Cromwell, Hamden, Mansfield, Meriden, Monroe, Newtown, North Haven, Southbury and Wallingford.2. Funded by The Masonic Charity Foundation of Connecticut, Masonic Community Services is a statewide outreach program available to all Connecticut residents. It offers information and guidance on a variety of programs and services including ConnPACE(Connecticut's pharmaceutical program); Medicare, Medicaid(Title 19) and Medicare Part D; Benefits eligibility; Caregiver assistance programs; State and federal programs and housing options. Representatives from Masonicare Community Services are available to provide assistance over the phone or in the home. In the year ending September 2012, Masonicare Community Services performed approximately 100 home visits.3. Another valuable resource to the community is the Masonicare HelpLine. In addition to providing information about Masonicare's continuum of care, the HelpLine offers assistance in locating and utilizing services, agencies and programs in Connecticut that are beneficial to seniors. In 2012, the Masonicare Helpline received 8,876 inquiries.4. Masonicare again partnered with the United Way for its annual Day of Caring, in which volunteers from local companies come together to help non-profit organizations in their communities. In September, employees in Wallingford cleaned the kitchen and performed maintenance on the grounds at Master's Manna, a local food pantry and resource center.5. Masonicare also held blood pressure screenings, hearing screenings and senior health fairs throughout the state, and made its facilities available to many community organizations including the Commission on Aging, the Area Agency on Aging and the Alzheimer's Association.6. For the year ended Sep. 30, 2012 Masonicare and all of its affiliates across our continuum donated 3,876 hours of their time to benefit the community through home visits and educational programs. These donated staff hours had a monetary value of $89,393 and touched 11,117 members of the community. 14764716 true true false true false false false false false false true false false true true false false true false false false false false false false false false true false true true false false false false false false false false false false false false false false false true false false false false true 65 0 true 199 true true true false false false false false false false false false 0 false false false false false false false false false false false X 15 15 false false false false true true true true true false true true true true true true true true true true false false X X R Scott Thelen 2036787857 22 Masonic Avenue Wallingford CT 06492 Simon R LaPlace 1.00 X 0 0 0 Ronald A Thomas 1.00 X 0 0 0 Barbara F Lott 1.00 X 0 0 0 Geoffrey L Ice 1.00 X 0 0 0 David A Gessert 1.00 X 0 0 0 William R Deickler 1.00 X 0 0 0 Donald W Dean 1.00 X 0 0 0 Thomas M Maxwell II 1.00 X 0 0 0 Sherwin M Borsuk MD 1.00 X 0 0 0 Gary Arseneau 1.00 X 0 0 0 Janet S Berry 1.00 X 0 0 0 Jennifer A King 40.00 X X 0 238877 12381 R Scott Thelen 40.00 X X 327538 0 23924 Stephen B McPherson 40.00 X X 870089 0 17866 Robert A Simon 1.00 X X 0 0 0 J Arthur Carbonaro 1.00 X X 0 0 0 Francis X Conlon 1.00 X X 0 0 0 Howard W Orr 1.00 X X 0 0 0 Margaret Steeves-Laffin 40.00 X 179765 0 20966 Beatrice Coulombe 40.00 X 171033 0 6581 Cynthia Gibbons 40.00 X 134518 0 9875 Patricia Moore 40.00 X 127241 0 5085 1810184 238877 96678 6 false true false Peoples United Insurance PO Box 6203 Brattleboro VT 053026203 Insurance brokerage 181346 Murtha Cullina LLP CityPlace I 185 Asylum Street Hartford CT 06103 Legal Services 163756 Marcum LLP 555 Long Wharf Drive New Haven CT 06511 Consulting services 125058 CIGNA 900 Cottage Grove Road Hartford CT 06152 Insurance provider 1091491 CGLIC-Bloomfield EASC 5082 Collection Center Drive Chicago IL 606930050 Insurance services 147044 5 136683 136683 Management fees 623000 7469945 7469945 7469945 3122 3122 0 0 509846 467935 41911 41911 -9317 175863 -124635 0 0 0 0 Other miscellaneous 31566 31566 Grand Lodge MIS fee 9996 9996 Child day care 571587 571587 8712 8712 621861 8273522 8082489 175863 -121513 20000 20000 0 0 0 1287889 1287889 0 7725994 7725994 0 1860769 1860769 590087 590087 0 134962 134962 13350 13350 0 0 0 86885 86885 527261 527261 116071 116071 0 0 122419 122419 922 922 0 0 175059 175059 0 930772 930772 89627 89627 Recruitment and Retention 212190 212190 Telephone 220628 220628 Miscellaneous 245973 245973 Repairs & maintenance 381987 381987 21871 21871 14764716 14764716 0 0 3903992 2432549 0 0 0 0 0 0 0 97032 187465 33442133 20509274 13407227 12932859 0 0 0 0 42290171 33692653 59698422 49245526 738775 1119011 108430000 106680000 50280093 51076620 159448868 158875631 X -99750446 -109630105 -99750446 -109630105 59698422 49245526 X -6491194 -3388465 X false true true X false false X X X false false false Masonic Charity Foundation of CT 061435920 11a true false false 0 Masonicare at Home Inc 202377783 9 true false false 0 Masonicare Home Health and Hospice 061101924 9 true false false 0 Masonicare at Ashlar Village Inc 061050830 9 true false false 0 Masonicare at Newtown Inc 061040285 9 true false false 0 Masonicare Health Center Inc 060655131 3 true false false 0 6 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true 50000 true 750 false 50750 false false 13052650 2650883 10401767 89747 20925 68822 18074795 16039335 2035460 2224941 1798131 426810 12932859 Under trust for self ins. liabilities 334319 Under trust for int. rate swap oblig. 720000 Unamortized financing costs 1806337 Rounding 5 Recovery of Est Insurance Liability 428055 Other receivables 2982567 Investment in subsidiaries 26582018 Debt service fund 839352 33692653 Self insurance liabilities 1172640 Other long term liabilities 4331113 Interest rate swap liability 20884267 Est. Ins. Liab through comm payors 428056 Est settlements due third party payors 1369590 Deposits 1097 Accrued post retirement ben L/T 20882050 Accrued employee compensation 1354445 Accrued Employee Benefits Current 653362 51076620 Part XI, Line 8 Part XI, Line 8: Other Changes in Net Assets or Fund Balances Transfers from Masonic Charity Foundation $5635173 $0 Other,net $0 X 0 0 X X X X true true false false false false false true false false Stephen B McPherson 508722 65000 296367 17866 887955 R Scott Thelen 293276 32500 1762 23924 351462 Margaret Steeves-Laffin 143733 35501 531 20966 200731 Jennifer A King 181421 48300 9156 12381 251258 Beatrice Coulombe 155991 12000 3042 6581 177614 Sch J, Part I, Line 7 Part I, Line 7: Non-Fixed payments not listed above Compensation to reward senior management for achieving annual quality strategic and financialgoals for the organization. Connecticut Health and Education Facilities Authority 060806186 2012-09-05 33000000 Refinance existing bonds false false Connecticut Health and Education Facilities Authority 060806186 207744QH1 2007-10-23 81065000 Refinance existing bonds and to finance capital projects false false 33000000 true false true true 81065000 6575398 46965658 2176003 38498737 true false true true false false false false false true false false false false false true true false false false false false true true Merrill Lynch 30.0000 false false false false X Sch. C, Part II-B, Line 1g Masonicare Inc. has retained counsel to handle certain government relations matters. Counsel actively monitors, tracks and reports on legislation and regulatory activity of interest to Masoncare. Part X, Line 20 TE Bond Liabilities The Masonicare obligated group is responsible for the repayment of the Series C and Series E bonds issued by Masonicare, Inc. in 2007 and 2011. The members of the obligated group are Masonicare, Inc., Masonic Charity Foundation of CT, Masonicare Health Center, Masonicare at Ashlar Village, Inc., Masonicare at Newtown, Inc. and Masonicare Home, Health and Hospice, Inc. The current outstanding bond balance is $104,245,000. Form 990, Part VI, Line 19 Form 990, Part VI, Line 19: Other Organization Documents Publicly Available The financial statements are publicly available through EMMA and public securities markets. The certificate of incorporation and related documents are on file with the Connecticut Secretary of State's office. The conflict of interest policy is available upon request. Form 990, Part VI, Line 15b Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees See response to Question 15a. Form 990, Part VI, Line 12c 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 results of the officer and trustee disclosures are first reviewed by the board chairman and then reported at the board meetings. Any officer or trustee 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 trustee 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 11 Form 990, Part VI, Line 11: 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 review process is then discussed with the full board. After responding to comments/questions, changes are made as appropriate and the return is finalized and filed. Form 990, Part VI, Line 7b 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, members elect the members of the governing body. In addition, the governing body shall obtain the prior approval by the members for amendments to the organization's certificate of incorporation and certain portions of the bylaws. The governing body shall also obtain the prior approval by the members for the capital commitment of funds by the governing body, or any corporation for which it serves as sole member or sole shareholder for the purchase of land, with or without improvements and for the construction of new buildings, when the contemplated expenditures equal or exceed twenty (20) percent of the total value of the then current unrestricted net assets of the corporation and its subsidiaries and affiliates, in any one fiscal year. Form 990, Part VI, Line 7a Form 990, Part VI, Line 7a: How Members or Shareholders Elect Governing Body The members annually elect one-third of the members of the governing body. Form 990, Part VI, Line 6 Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder The organization has one class of member with the right to elect members of the governing body and to participate in the organization's governance. Keystone Indemnity Company LTD 126 College Street Burlington VT 05401 030371612 Provides insurance servies to Masonicare VT 501 (c)(3) 11a NA false Masonicare at Home Inc PO Box 70 Wallingford CT 06492 202377783 Provide companion/homemake/personalcare services to elderly CT 501(c)(3) 9 NA false Masonicare Partners HomeHealth & Hospice 111 Founders Plaza Suite 200 East Hartford CT 06108 260758992 Provide home health services to clients of all ages CT 501(c)(3) 9 Masonicare Home Health and Hospice Inc 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 Masonicare at Ashlar Village Inc PO Box 70 Wallingford CT 06492 061050830 Continuing care retirement and assisted living community CT 501(c)(3) 9 NA false Masonicare at Newtown Inc PO Box 70 Wallingford CT 06492 061070285 Provide skilled nursing/assisted living services to elderly CT 501(c)(3) 9 NA false Masonicare Health Center PO Box 70 Wallingford CT 06492 060655131 Provide skilled nursing and other services to elderly CT 501(c)(3) 9 NA false Masonic Charity Foundation of CT PO Box 70 Wallingford CT 06492 061435920 Provide planned giving and development support to affiliates CT 501(c)(3) 7 NA false Masonic Management Services 67 Masonic Avenue Wallingford CT 06492 061468972 Provides management services CT NA C Corp 1.00000 Masonicare Primary Care Physicians PC 67 Masonic Avenue Wallingford CT 06492 061491820 Physician medical practice CT NA C Corp 4875716 340296 1.00000 false false false false false false false false false false false false false false false false false false