2012-08-13T12:11:20-07:00 2011-09-30 990 2010-10-01 061435919 Masonicare Inc MASO 2036787857 PO Box 70 Wallingford CT 06492 R Scott Thelen 2012-08-13 2010 2016-02-24 21:20:13Z Stephen B McPherson PO Box 70 Wallingford CT 06492 8463474 false false X WWW.MASONICARE.ORG X 1995 CT See Schedule O. 14 14 182 200 -9549 21907 182220 157260 5607072 7197758 5962 -16007 463626 535527 6258880 7874538 31050 20000 0 7941894 10405540 0 0 11535150 7261785 19508094 17687325 -13249214 -9812787 55740100 59662680 156543387 159448868 -100803287 -99786188 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 17687325 20000 7727569 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 1,738 people at senior centers and public libraries in the towns of Brookfield, Cheshire, Cromwell, Fairfield, Hamden, Monroe, Newtown, North Haven, Southbury, Wallingford and West Hartford.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 2011, 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 2011, the Masonicare Helpline received 5,857 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. Due to Hurricane Irene many homes in the communities surrounding our affilate Masonicare at Newtown were without power and water. Community members were welcomed onto the campus to use showers and bathrooms.6. Masonicare also held blood pressure 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.7. Masonicare conducted a Community Health Needs Assessment during FY 2011. Data was collected from 175 total respondents. The result did not determine any novel needs but instead affirmed the need for continuation and augmentation of our current programs. Masonicare is currently meeting many of the needs that arose from the data through the availability of Masonicare Community Services and the Masonicare HelplineIn summary, 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 Sep. 30, 2011 Masonicare and all of its affiliates across our continuum donated 3,008 hours of their time to benefit the community through home visits and educational programs. These donated staff hours had a monetary value of $99,190 and touched 9,085 members of the community. 17687325 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 true true false false true 62 0 true 182 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 14 14 false false false false true true true true true false true true true true true true true true true true false false CT X X R Scott Thelen 2036787857 22 Masonic Avenue Wallingford CT 06492 William R Deickler 1.00 X 0 0 0 Stephen B McPherson 40.00 X X 735573 0 17611 Sherwin M Borsuk MD 1.00 X 0 0 0 Ronald A Thomas 1.00 X 0 0 0 Robert Haley 40.00 X 161502 0 19876 Robert A Simon 1.00 X X 0 0 0 Raymond Washburn 40.00 X 224111 0 7174 R Scott Thelen 40.00 X X 296122 0 17518 Margaret Steeves-Laffin 40.00 X 141607 0 19674 Jennifer A King 40.00 X X 0 205754 12770 James T McWain 1.00 X 0 0 0 J Arthur Carbonaro 1.00 X X 0 0 0 Howard W Orr 1.00 X X 0 0 0 Geoffrey L Ice 1.00 X 0 0 0 Gary Arseneau 1.00 X 0 0 0 Francis X Conlon 1.00 X X 0 0 0 Donald W Dean 1.00 X 0 0 0 David A Gessert 1.00 X 0 0 0 Cynthia Gibbons 40.00 X 147312 0 10233 Charles A Buck Jr 1.00 X 0 0 0 Beatrice Coulombe 40.00 X 152836 0 6130 Barry Spero 0.00 X 160840 0 0 Barbara F Lott 1.00 X 0 0 0 Anne-Marie M Arnold 1.00 X 0 0 0 2019903 205754 110986 8 true true false VCPI 111 W Michigan Street Milwaukee WI 53203 MIS Consulting 215691 TowersWatsonPennsylvania PO Box 8500 S-6110 Philadelphia PA 191786110 Actuarial Services 135044 PMA Insurance Group PO Box 8500-S3855 Philadelphia PA 191783855 Insurance services 112633 Peoples United Insurance PO Box 6203 Brattleboro VT 053026203 Insurance brokerage 110000 Murtha Cullina LLP CityPlace I 185 Asylum Street Hartford CT 06103 Legal Services 160000 5 127260 30000 157260 Management fees 623000 7197758 7197758 7197758 7457 7457 0 0 518977 565472 -46495 -46495 -10001 -9549 -26945 23464 -23464 -23464 -23464 0 0 0 Other miscellaneous 8545 8545 Grand Lodge MIS fee 9996 9996 Child day care 563276 563276 205 205 582022 7874538 7727569 -9549 -742 20000 20000 0 0 0 1139010 1139010 0 7474841 7474841 0 1231390 1231390 560299 560299 0 88150 88150 12428 12428 0 0 0 121950 121950 421423 421423 103435 103435 0 0 131009 131009 274 274 0 0 63550 63550 0 928729 928729 163284 163284 Telephone 153390 153390 Repairs & maintenance 372267 372267 Purchased Services 651897 651897 Miscellaneous 147114 147114 Change FMV-int rate swap 3306094 3306094 596791 596791 17687325 17687325 0 0 3952568 3903992 0 0 0 0 0 0 0 316557 97697 32707325 19300098 13876227 13407227 0 0 0 0 37594748 42253764 55740100 59662680 1500551 738775 110670000 108430000 44372836 50280093 156543387 159448868 X -100803287 -99786188 -100803287 -99786188 55740100 59662680 X -9812787 10829886 X false true true X false false X X X false false false Masonic Charity Foundation of CT 061435920 11a true 0 Masonicare at Home Inc 202377783 9 true 0 Masonicare Home Health and Hospice 061101924 9 true 0 Masonicare at Ashlar Village Inc 061050830 9 true 0 Masonicare at Newtown Inc 061040285 9 true 0 Masonicare Health Center Inc 060655131 3 true 0 6 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true 51500 true 750 false 52250 false false 12945068 2151695 10793373 89746 13579 76167 17238451 15390336 1848115 2434060 1744488 689572 13407227 Under trust for self ins. liabilities 960000 Under trust for int. rate swap oblig. 10546034 Unamortized financing costs 1742731 Other receivables 1827095 Investment in subsidiaries 26582018 Debt service fund 595886 Custodial Assets 42253764 Self insurance liabilities 1172640 Other long term liabilities 4706109 Interest rate swap liability 20902212 Est settlements due third party payors 2284999 Deposits 1166 Accrued post retirement ben L/T 19400398 Accrued employee compensation 1276759 Accrued Employee Benefits Current 535810 50280093 Part XI, Line 8 Part XI, Line 8: Other Changes in Net Assets or Fund Balances Transfers from Masonic Charity Foundation $5730000 I/C balances $8176138 Other,net $717477 LeadingAge Inc 2519 Connecticut Avenue NW Washington DC 20008 136213525 501(c)(3) 20000 0 Innovations Fund 1 0 X X X X true true false false false false false true false false Stephen B McPherson 488126 211388 36059 17611 753184 Robert Haley 144613 16059 830 19876 181378 Raymond Washburn 204940 19029 142 7174 231285 R Scott Thelen 290348 5774 17518 313640 Margaret Steeves-Laffin 141091 516 19674 161281 Jennifer A King 177902 18700 9152 12770 218524 Cynthia Gibbons 122810 24500 2 10233 157545 Beatrice Coulombe 152825 11 6130 158966 Barry Spero 160840 160840 Sch J, Part I, Line 7 Part I, Line 7: Non-Fixed payments not listed above Cynthia Gibbons received a discretionary performance bonus of $24,500. Connecticut Health and Education Facilities Authority 060806186 207744QJ7 2007-10-23 35000000 Finance capital projects false false Connecticut Health and Education Facilities Authority 060806186 207744QH1 2007-10-23 81065000 Refinance existing bonds and to finance capital projects false false 35000000 1424825 33575175 2008 false false true true 81065000 6575398 46965658 2176003 38498737 2008 true false true true false false false false true false false false false true true false false false false false true true Merrill Lynch 30.0000 false false false false 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 D bonds issued by Masonicare, Inc. in 2007. 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 $108,430,000. 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 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. 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) 3 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) 11a NA false Masonic Management Services 22 Masonic Avenue Wallingford CT 06492 061468972 Provides management services CT NA C Corp 1.00000 Masonicare Primary Care Physicians PC 22 Masonic Avenue Wallingford CT 06492 061491820 Physician medical practice CT NA C Corp 4875716 341140 1.00000 true false true false false false false false false false false false false false false false true true Masonic Management Services q 146677 Actual Masonicare Primary Care Physicians PC a 167108 Actual Masonicare at Home Inc r 243774 Actual Masonicare Home Health and Hospice Inc r 627922 Actual Masonicare at Ashlar Village Inc r 6125360 Actual Masonicare at Newtown Inc q 899339 Actual Masonicare Health Center q 910715 Actual Masonic Charity Foundation of CT r 10843066 Actual Masonic Charity Foundation of CT c 127260 Actual